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Marshall Financial Group (Pennsylvania)’s Vanguard S&P 500 ETF VOO Stock Holding History

Marshall Financial Group (Pennsylvania)’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$28.2M Buy
46,006
+4,619
+11% +$2.72M 7.75% 4
2025
Q2 		$23.5M Sell
41,387
-3,344
-7% -$1.76M 7.04% 5
2025
Q1 		$23M Buy
44,731
+9,670
+28% +$5.23M 7.23% 5
2024
Q4 		$18.9M Buy
35,061
+35
+0.1% +$19K 5.77% 7
2024
Q3 		$18.5M Buy
35,026
+1,233
+4% +$627K 5.58% 9
2024
Q2 		$16.9M Buy
33,793
+654
+2% +$315K 5.48% 9
2024
Q1 		$15.9M Sell
33,139
-606
-2% -$277K 5.25% 10
2023
Q4 		$14.7M Buy
33,745
+943
+3% +$386K 5.26% 10
2023
Q3 		$12.9M Sell
32,802
-1,228
-4% -$502K 5.25% 10
2023
Q2 		$13.9M Buy
34,030
+1,452
+4% +$560K 5.31% 10
2023
Q1 		$12.3M Buy
32,578
+407
+1% +$149K 4.98% 10
2022
Q4 		$11.3M Buy
32,171
+2,418
+8% +$854K 4.86% 10
2022
Q3 		$9.77M Buy
29,753
+1,289
+5% +$471K 4.62% 10
2022
Q2 		$9.87M Buy
28,464
+4,196
+17% +$1.58M 4.49% 11
2022
Q1 		$10.1M Buy
24,268
+3,714
+18% +$1.52M 4.02% 11
2021
Q4 		$8.97M Buy
20,554
+681
+3% +$287K 3.48% 12
2021
Q3 		$7.84M Buy
19,873
+945
+5% +$383K 3.3% 13
2021
Q2 		$7.45M Buy
18,928
+272
+1% +$104K 3.17% 13
2021
Q1 		$6.8M Buy
18,656
+3,161
+20% +$1.12M 3.09% 13
2020
Q4 		$5.33M Buy
15,495
+3,384
+28% +$1.1M 2.61% 13
2020
Q3 		$3.73M Buy
12,111
+1,872
+18% +$570K 2.2% 14
2020
Q2 		$2.9M Sell
10,239
-524
-5% -$141K 1.93% 14
2020
Q1 		$2.55M Buy
10,763
+4,787
+80% +$1.34M 2.06% 13
2019
Q4 		$1.77M Buy
5,976
+1,287
+27% +$364K 1.19% 17
2019
Q3 		$1.28M Buy
4,689
+288
+7% +$78.2K 0.97% 19
2019
Q2 		$1.19M Hold
4,401
– – 0.9% 21
2019
Q1 		$1.14M Buy
4,401
+7
+0.2% +$1.75K 0.93% 19
2018
Q4 		$1.01M Buy
+4,394
New +$1.09M 0.96% 20

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s VOO Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q3 2025, buying an estimated $2.72M and bringing the position to 46,006 shares worth $28.2M. The position accounts for 7.75% of the portfolio, ranked #4.

Marshall Financial Group (Pennsylvania) first reported a position in VOO in Q4 2018 and has held it in 28 quarters since. 3,460 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 46,006 shares of Vanguard S&P 500 ETF worth $28.2M as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) bought 4,619 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $2.72M.
  • Vanguard S&P 500 ETF made up 7.75% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #4 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 28 quarters since.
  • 3,460 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.